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And tax preparation technology (CCH Axcess preferred)Experience with partnership taxationExperience/familiarity with capital account analysisExperience/familiarity with 704 ©, 754 matters and M&A implications related to PPAInternational tax matters K-2/K-3 reportingAt RSM, we offer a competitive benefits and compensation package for all our people.
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Responsible for supporting the department’s new business sales process from start to finish – identify and manage individual account prospect list, CRM input, relationship development, client objective-based ideation, pitching, negotiating, closing, contract execution and seamless transition of new partner accounts to the assigned partnership activation account lead.
$115,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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You will create and maintain a sales enablement bill of materials, building a growing set of marketing tools and content to support demand generation, client lifecycle marketing, and sales and account development.
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PLS Manager - Denver, CO Land Surveying - Sr/Mid Level My client is seeking a CO Registered PLS Manager lead the survey department. The PLS Manager is responsible for ensuring projects are planned, designed & managed to meet not only high expectations but to exceed clients' goals as well.
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Description Job Title: Surety Account Manager (Northwest Platform)Location: Tacoma, WA – On-Site/Remote/HybridDepartment: Commercial Lines. Prepares client-specific documentsProcesses billing transactionsWorks within the agency management system's electronic file management specific to our surety clients, i.e., lnsureVision and AppliedCoordinate’s client service with Account ExecutiveContinues to pursue professional development as applicableThis description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
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Monitor Premium Support consumption within the assigned portfolio, analyzing key themes and challenges, and providing insights to the account Customer Success Manager (CSM) as needed. Lead Premium Support activations and proactively address any concerns or feedback to boost client satisfaction and elevate the client experience.
$105,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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If you live in the Arizona, Pacific, Mountain or Central time zones, are a Licensed Commercial Lines Account Manager, and you know Applied EPIC, CSR24, and Indio, this new fully remote Senior Commercial Lines Account Manager role could be your next career move.
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We are seeking an experienced Key Account Manager to cultivate and maintain strong relationships with our key clients in the US, ensuring their satisfaction, driving revenue growth, and help in maximizing their long-term value to the organization.
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The EB Account Manager will be responsible for day to day client contact and daily service functions. Brown & Brown has an exciting opportunity available for an experienced Employee Benefits Account Manager supporting our team in Denver, CO.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Title: Account Manager w/People Operations Experience – Denver, CO Office (Monday to Friday, 8 to 5)Are you experienced leading in a professional sales/customer service environment and are looking for a fulfilling career opportunity in the vibrant city of Denver.
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WHAT WE ARE SEEKING We have assignments available to help our Property & Casualty independent retail broker clients in Personal Lines for Account Manager positions. Responsibilities may include: Manage Personal Lines client accounts with the focus on building and/or strengthening relationships by providing exceptional customer service.
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Also, you will maintain and grow existing client relationships by supporting team members in the creation of client pricing/proposals and account planning and sometimes will program surveys and organize/interpret data utilizing programming software (e.g., Qualtrics or Decipher) and Excel.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.
$111,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Associate will work alongside a senior Global Account Manager, working on developing client long term Roofing and Flooring programs, business development, marketing, onsite meetings and in office organizing of client portfolios.
$65,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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The Manager of Advisor Relations and Client Service oversees the day-to-day activities of the Relationship Managers working with Registered Investment Advisors, Broker Dealers, and Investment Representatives relationships.
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account manager client jobs in Denver, CO
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